Private Client Banker: Wealth Relationships Specialist

Testing Site - JPMC; Mount Pleasant (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Mount Pleasant, SC, seeks a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship within the branch, delivering exceptional service aligned with our customer promise.

You will work with Specialists to connect clients to expert solutions, educate on self‑service options, and uphold compliance while pursuing growth through referrals and proactive relationship management.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• National Mortgage Licensing System and Registry (NMLS) registration or initiation required.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Communication skills

Sales / client acquisition

Affluent clients experience

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Mount Pleasant, SC, seeks a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship within the branch, delivering exceptional service aligned with our customer promise.

You will work with Specialists to connect clients to expert solutions, educate on self‑service options, and uphold compliance while pursuing growth through referrals and proactive relationship management.